HUSV vs. XLU ETF Comparison
Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to SPDR Select Sector Fund - Utilities (XLU)
HUSV
First Trust Horizon Managed Volatility Domestic ETF
HUSV Description
The First Trust Horizon Managed Volatility Domestic ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks of domestic companies listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.
Grade (RS Rating)
Last Trade
$39.34
Average Daily Volume
4,973
74
XLU
SPDR Select Sector Fund - Utilities
XLU Description
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Utilities Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: electric utilities; multi-utilities; independent power producers & energy traders; and gas utilities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$81.45
Average Daily Volume
11,538,468
31
Performance
| Period | HUSV | XLU |
|---|---|---|
| 30 Days | 1.70% | -0.83% |
| 60 Days | 3.21% | 1.39% |
| 90 Days | 4.88% | 8.73% |
| 12 Months | 21.41% | 34.55% |
HUSV Overweight 66 Positions Relative to XLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 2.53% | |
| RSG | A | 2.48% | |
| MSI | B | 2.45% | |
| PTC | A | 2.41% | |
| MMC | B | 2.33% | |
| KO | D | 2.22% | |
| CSCO | B | 2.22% | |
| ROP | B | 2.22% | |
| CL | D | 2.17% | |
| MSFT | F | 2.08% | |
| CTSH | B | 2.07% | |
| LIN | D | 2.02% | |
| VRSN | F | 1.9% | |
| LMT | D | 1.87% | |
| ITW | B | 1.85% | |
| L | A | 1.83% | |
| PG | A | 1.81% | |
| TDY | B | 1.81% | |
| ICE | C | 1.76% | |
| IBM | C | 1.67% | |
| KMI | A | 1.54% | |
| TMUS | B | 1.5% | |
| PM | B | 1.43% | |
| KDP | D | 1.37% | |
| JNJ | D | 1.37% | |
| MCD | D | 1.36% | |
| FI | A | 1.36% | |
| HON | B | 1.34% | |
| MA | C | 1.33% | |
| ADP | B | 1.33% | |
| V | A | 1.3% | |
| PEP | F | 1.24% | |
| YUM | B | 1.21% | |
| CME | A | 1.2% | |
| MO | A | 1.2% | |
| CTAS | B | 1.12% | |
| COR | B | 1.1% | |
| AVY | D | 1.09% | |
| TJX | A | 1.05% | |
| WTW | B | 1.02% | |
| WMB | A | 1.01% | |
| EA | A | 1.0% | |
| GD | F | 0.95% | |
| SPGI | C | 0.92% | |
| RTX | C | 0.91% | |
| ABT | B | 0.89% | |
| WM | A | 0.86% | |
| OKE | A | 0.86% | |
| ORLY | B | 0.83% | |
| EQR | B | 0.83% | |
| AVB | B | 0.81% | |
| BSX | B | 0.8% | |
| UNP | C | 0.78% | |
| HOLX | D | 0.77% | |
| WELL | A | 0.73% | |
| NOC | D | 0.71% | |
| HLT | A | 0.66% | |
| BDX | F | 0.66% | |
| MDT | D | 0.65% | |
| O | D | 0.63% | |
| ECL | D | 0.61% | |
| SYK | C | 0.61% | |
| LYB | F | 0.51% | |
| AZO | C | 0.5% | |
| ABBV | D | 0.48% | |
| HD | A | 0.38% |
HUSV Underweight 23 Positions Relative to XLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | D | -12.95% | |
| SO | D | -7.93% | |
| CEG | D | -5.79% | |
| SRE | A | -4.82% | |
| AEP | D | -4.23% | |
| VST | B | -4.03% | |
| D | C | -3.99% | |
| PCG | A | -3.71% | |
| PEG | A | -3.66% | |
| EXC | C | -3.23% | |
| XEL | A | -3.2% | |
| EIX | B | -2.67% | |
| ETR | B | -2.63% | |
| WEC | A | -2.56% | |
| AWK | D | -2.16% | |
| DTE | C | -2.05% | |
| AEE | A | -2.01% | |
| ES | D | -1.82% | |
| CNP | B | -1.66% | |
| NRG | B | -1.57% | |
| LNT | A | -1.29% | |
| PNW | B | -0.86% | |
| AES | F | -0.82% |
HUSV: Top Represented Industries & Keywords
XLU: Top Represented Industries & Keywords
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